Tariff Upload

Overview:

This user guide is intended to cover the process for creating rental tariffs using the in-built tariff upload function

Key Points:

• Tariffs can only be created via OUI access, by a user with the appropriate permissions

• Tariff upload can only be used for a Parent or Stand-Alone tariff. It cannot be used to update a Child tariff on its own.

• Tariff upload updates vehicle groups, tariff periods, rental rates & excess mileage only. Ancillaries and Delivery and Collection (D&C) are not covered.

• Before you begin, check that you have the key data elements to hand

  • Downloaded template tariff.csv OR updating an existing tariff, the current tariff downloaded to .csv

  • Vehicle groups required to add or remove

  • Tariff periods required to add or remove

  • Rental Rates & Excess mileage for each tariff period & vehicle group combination

Tariff Band Creation

Before you can use the upload tariff function, a tariff band must exist. 

For existing tariffs to update or once you have your tariff band created, continue on below

Download Tariff

If you are updating an existing tariff, you first need to download this

1. Navigate to the existing tariff

• Parent tariffs are located in the sidebar via Rental Admin > Rates. See Figure 1

  • You can also navigate to this by accessing the Customer record > Selecting the tariff > Click Go To Parent found within the tariff. See Figure 1a

• Stand-Alone or Bespoke tariffs are located in the sidebar via Customers > Customer Name > Tariffs tab. See Figure 2

Figure 1

 

Figure 1a

 

Figure 2

2. Once you have located your tariff, either via Parent or Stand-Alone, you will see a “Upload Rates” button. Click this.

3. At the next screen, there is a link to Download Rates. See figure 3

 

Figure 3

 

Now you have your file, you can make alterations to the file, ready for upload

Upload Tariff

Following the same steps 1 & 2 in Download Rates section of this guide, you will arrive at the Upload Rates screen. See Figure 4

 

Figure 4

 

1. Ensuring that you follow the rules set for the rate import, click into the black box “Choose file” and select the file you wish to upload from your computer

2. Click Upload File

3. The file will begin to process and you will be presented with a result similar to Figure 5

In this example, the file used was; tariff-FC216.csv which contains 2 vehicle groups ( Groups A & B ), and 3 rental periods (1-2 Days, 3-6 Days, 7-27 Days)

The import created the 3 rental periods and, added the two vehicle groups to those periods and then added in the Daily Rate, CDW and Excess Mileage

 

Figure 5

 

 

A failed upload will produce a screen similar to this with an error message “We’ve been unable to import rates from xxxx as the data provided is either invalid or missing. Please check your source date and try again” Figure 6

In the table on the screenshot, you will be provided with an Error reason. See our FAQ section for further advice on resolution.

 

Figure 6

FAQ